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Stephanie Marie Morawski

Expressive Wealth LLC

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About Stephanie Marie Morawski

Stephanie Morawski is a registered investment advisor representative at Expressive Wealth LLC. Stephanie has been in the industry for a short period of time, with the majority of her experience coming from outside of the financial services industry. Her previous experience included working for Blue Cross Blue Shield of Michigan, the Michigan State Senate, and the University of Michigan Center for Healthcare Research and Transfer. Stephanie also holds a Series 66 and Series 7TO license. Stephanie is dedicated to providing financial advice that meets the needs of her clients. She specializes in financial planning and portfolio management for individuals and high-net-worth individuals. In addition to working at Expressive Wealth LLC, Stephanie is also the owner of MID Concierge, LLC, a divorce coaching and consulting business.

Firm Information

Stephanie Morawski is currently registered with Expressive Wealth LLC. Expressive Wealth LLC is a Chicago, IL-based registered investment advisor managing $124,784,836 in assets for 117 clients. The firm offers financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Expressive Wealth specializes in serving high-net-worth individuals and individuals other than high-net-worth.
Expressive Wealth LLC

6650 N NORTHWEST HWY

CHICAGO, IL 60631

$124.78M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Morawski’s Registration & Firm History

MI

12/06/2024 - Present

Expressive Wealth LLC (Grosse Pointe MI)

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Licenses & Designations

BOTH

Issued 12/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Marie Morawski.
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